Civic Intelligence

Center for Health and Learning Inc

990 • Fiscal year 2014 • EIN 26-2442849

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

3001 Mercer University DriveSuite30341

(678) 547-6112

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Flat

$0

Flat from 2013

Net Assets

Flat

$0

Flat from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$253,444

No earlier filing loaded for comparison.

Expenses

Up

$253,444

Up $12,648 (+5.3%) from 2013

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Expenses 2010: $231,1012010Expenses 2011: $199,1022011Expenses 2012: $217,4502012Expenses 2013: $240,7962013Revenue 2014: $253,444Expenses 2014: $253,444Net Income 2014: $02014Revenue 2015: $25,494Expenses 2015: $25,494Net Income 2015: $02015Revenue 2016: $6,850Expenses 2016: $6,850Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017

Highlighted filing

2014

Revenue$253,444
Expenses$253,444
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$253,444
Mission and Program Overview

Mission

The mission of the center for health and learning is to further the health and education missions of mercer university and piedmont health system through identifying, promoting and supporting mutually beneficial programs which can be implemented or expanded

Piedmont hospital and mercer university share a commitment to improving the future of healthcare delivery and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Other Assets Total$0$0→ $0
Total Assets$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin BrownPresident & CEO
Charlie HallDirector
Greg HurstDirector
James NethertonDirector
Les DonahueDirector
Lila HertzDirector
Margot Lisa HedenstromDirector
Michele MoldenDirector
Patrick BatteyDirector
Paul GianneschiDirector
Richard SwindleDirector
Scott DavisDirector
Thomas McafeeDirector
Wayne GlasgowDirector
William BlincoeDirector
William UnderwoodDirector
Sharon NiebExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
The Corporation Of Mercer UniversitContracted Services-$221,443
Revenue and Support

Revenue Composition

Contributions and Grants
$253,444
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$253,444
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$172,019$52,784-$224,803
Conferences and Meetings$10,835$2,064-$12,899
Fees for Services Accounting-$6,000-$6,000
Office Expenses$5,384$598-$5,982
Insurance-$2,363-$2,363
Travel$388$721-$1,109
Information Technology-$288-$288
Total Functional Expenses$188,626$64,818$0$253,444
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Question 2

Family or business relationships charlie hall is the chief executive officer of piedmont heatlhcare. Any piedmont board members that were employees of piedmont reported directly or indirectly to charlie hall. Piedmont board members that are employees: kevin brown patrick battey les donahue charlie hall gregory hurst michele molden lisa hedenstrom william blincoe lila hertz is not an employee; however she serves on the piedmont healthcare board of directors. Mercer university members of the board that are employees of mercer university report directly or indirectly to william underwood. William underwood reports to the mercer university board of trustees. Mercer university board members that are employees: william underwood james netherton scott davis wayne glasgow richard swindle paul gianneschi and j. Thomas mcaffee iii are not employees of mercer university. However, j. Thomas mcafee iii serves on the mercer university board of trustees.

Form 990, Part VI, Section B, Question 11

FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. CENTER FOR HEALTH AND LEARNING MANAGEMENT PERFORMS A DETAILED REVIEW OF THE FORM 990, THEN THE FORM 990 IS PROVIDED TO MERCER UNIVERSITY'S CFO, PIEDMONT HEALTHCARE'S CFO, AND THE BOARD TREASURER FOR REVIEW. A COPY OF THE 2013 990 WILL BE BROUGHT TO CHL's MAY BOARD MEETING AND WILL BE AVAILABLE FOR REVIEW. A COPY OF FORM 990 WOULD BE AVAILABLE FOR REVIEW AT ANY TIME BY CONTACTING THE CENTER FOR HEALTH AND LEARNING EXECUTIVE DIRECTOR.

Form 990, Part VI, Section B, Question 15

Compensation review and approval during the 6/30/2014 fiscal year, the board appointed a personnel committee which reviewed the performance of the executive director and established compensation that follows mercer university and piedmont healthcare policies.

Form 990, Part VI, Section C, Question 19

Availability of governing documents the center for health and learning, inc. Does not currently make its governing documents, conflict of interest policy, or financial statements available to the public. In the future, its governing documents and conflict of interest policy will be posted on a newly developed website.

Form 990, Part VI, Questions 6, 7A, and 7B

Organization members the members of the center for health and learning, inc. Are the corporation of mercer university and piedmont hospital. These two members shall each appoint 8 board members. Any changes in bylaws or articles of incorporation must be approved by the two members' boards.

Filing and Contact Details

Filer

EIN
26-2442849
In Care Of
% JULIE DAVIS CPA
Phone
6785476112

Signing Officer

Name
Richard Swindle
Title
Director
Phone
6785476112
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Netherton
Formed
2007
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Preparer
Allison H Franklin
Phone
6785476112
Supplemental Narrative

Additional Explanations

Form 990, Part III

Additional program accomplishments the center for health and learning (chl) does not directly administer programs. The center serves as the conduit through which discussions take place between administrators, faculty and clinicians affiliated with piedmont facilities and mercer university programs. Based on these discussions, the center for health and learning staff works directly with mercer university faculty, piedmont staff and clinicians to initiate joint programs. These programs are supported financially directly by piedmont or mercer. Below are listed additional programs that have been developed as a result of this partnership: clinical rotations mercer university currently has over 200 students rotating through the piedmont system. The rotations consist of physician assistants, nurses, pharmacists, physical therapy and medical students. Physicians assistant program in 2007, the center for health and learning determined that due to growing shortage of physicians in georgia, mercer university would develop a physician's assistant program, and piedmont healthcare would provide clinical rotation supervision for a significant number of students. The mercer university physician assistant (pa) program began in 2008, and graduated its fifth class in may of 2014. Number of graduates increased from 41 in 2013 to 48 in 2014. The class of 2015 will complete their didactic phase in february and begin clinical rotations. The class of 2015 numbers <48> students, necessitating 528 rotation sites. Piedmont hospital has agreed to supervise a number of students and is currently responsible for approximately 25% of the clinical rotations for this program. Additionally, the center for health and learning provided a sponsorship for mercer's pa preceptor recognition dinner, which recognizes the many preceptors that volunteer their time to supervise pa students. The program is dependent upon obtaining high quality preceptors in many different specialties that supervise student clinical practice and contribute to their development. Master of family therapy program the master of family therapy program has 70 current students at the piedmont campus. Students in the mft program at piedmont attend all classes at piedmont hospital and do a yearlong clinical internship in the mercer family therapy center at piedmont. Mft graduate students are supervised by mft faculty, providing out-patient family, couple, and individual counseling services on a sliding fee scale. The mercer family therapy center provides a valuable community service to those with limited financial resources, consistent with the mercer university mission of service. The mft program has five full time mercer faculty members at the piedmont location. The mft faculty has worked collaboratively with piedmont staff in providing service to various piedmont programs this past year. Piedmont healthcare endowed chair in nursing. The piedmont healthcare chair in nursing/nursing ph.d. Program - dr. Laura p. Kimble, the piedmont healthcare endowed chair in nursing has now completed 4 years in the role. The major focus of the endowed chair is to facilititate the georgia baptist college of nursing in providing highly trained faculty for nursing programs. Graduates of the program are currently serving as faculty in nursing programs in georgia and louisiana. Dr. Kimble also supports the scholarship of phd and dnp students and serves as a mentor collaborator with mercer's health sciences center. She also continues to collaborate with the college of pharmacy around adherence to anti-platlet drug therapy and the role of nuisance bleeding in patients' adherence decisions. Health coach certificate program piedmont heart institute, piedmont medical care corporation and mercer university's college of continuing and professional studies implemented a "health coach" certificate program to 28 nurses and medical assistants. Physicians play a critical and primary role in providing information to patients, but c

Form 990, Part III, Line 4D

Other program services various other program services funded by piedmont healthcare and mercer university, including the piedmont nursing scholars program and mercer physician assistant program.

Form 990, Part IV, Section B, Question 12

Conflict of interest policy this is completed on a yearly basis prior to our 990 filing. The board receives a form prior to the 990 filing, asking them specific questions that are specifically tailored to the questions and concerns addressed in the 990 filing. Board members are asked to answer the questions and sign the form. So far, we have had 100% compliance with current board members. We have sent the form to all of the former board members.

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IRS990/Form990PartVIISectionAGrp/TitleTxt15President & CEO
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IRS990/MissionDesc0PIEDMONT HOSPITAL AND MERCER UNIVERSITY SHARE A COMMITMENT TO IMPROVING THE FUTURE OF HEALTHCARE DELIVERY AND EDUCATION. TO THIS END, MERCER UNIVERSITY AND PIEDMONT HOSPITAL HAVE DEVELOPED A UNIQUE AND INNOVATIVE CENTER FOR HEALTH AND LEARNING THAT ADDRESSES THE COMPELLING ISSUES OF HEALTH AND HEALTHCARE DELIVERY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PHYSICIAN ASSISTANT PRECEPTOR RECOGNITION DINNER SPONSORSHIP SUPPORTS THE MERCER UNIVERSITY PHYSICIAN ASSISTANT (PA) PROGRAM. THE PROGRAM GRADUATED ITS FIFTH CLASS IN MAY OF 2014. THE NUMBER OF GRADUATES INCREASED FROM 42 IN 2013 TO 48 IN 2014. THE CLASS OF 2015 WILL COMPLETE THEIR DIDACTIC PHASE IN FEBRUARY AND BEGIN CLINICAL ROTATIONS. PIEDMONT ATLANTA HOSPITAL HAS AGREED TO SUPERVISE A NUMBER OF STUDENTS AND IS CURRENTLY RESPONSIBLE FOR APPROXIMATELY 25% OF THE CLINICAL ROTATIONS FOR THIS PROGRAM.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CENTER FOR HEALTH AND LEARNING BOARD OF DIRECTORS MEET THREE TIMES A YEAR FOR THE PURPOSE OF GUIDING STAFF IN THE DEVELOPMENT OF NEW PROGRAM IDEAS THAT WILL ADDRESS THE CURRENT CHALLENGES IN HEALTHCARE DELIVERY AND HEALTH EDUCATION. PROGRAM IDEAS INCLUDED EXPLORING SOLUTIONS FOR THE CURRENT PRIMARY CARE SHORTAGE OF PROVIDERS AND THE TRAINING OF PHYSICIANS IN LEADERSHIP AND MANAGEMENT SKILLS.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE CORPORATION OF MERCER UNIVERSITY
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